Create View
Geetanjali Tyagi avatar
Written by Geetanjali Tyagi
Updated over a week ago

On this page:

What is it?

All optimizations show suggestions based on a default date range and filter selection. The data columns are also preselected. The Create View feature lets you change these default settings and save them for future use. 

For example, in the Keyword Lasso, if you always analyze search terms for the last 30 days and use a custom filter, you can create a view with these settings and save it as the default. 

The next time you open the Keyword Lasso it will load up with these default settings and you won't have to spend time editing them.

How to use it?

On the right side of the page, you'll see a 'Create View' dropdown. Clicking on it will bring up the options below by default.

  • System Default - This is the default view that you will get to see when the tool loads up. It will use the default date range, set of data columns, and filter.

  • Save Current View - This will let you create your own view based on date range, columns, and filters. You can save the view (date range, columns, and filters that are selected at that time) and the next time when you load the tool, it will load with the saved view. They are available across accounts.

While saving the view you're given two options:

  1. To either save the view only for you or

  2. To make it available to your other team members too

The option to save the view 'For me and my team' won't be available if you have 'My filter' or personal filter selected in the tool.

Please note that if you had saved a team view previously including a personal filter, by default our tool will revert back to show the All suggestions filter. We recommend saving the settings of that filter to be visible for you and your team.

Once you create a view and save it as the default, the tool will always load with the custom view setting. That way, you won't need to define the settings every time you access the tool.

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